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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-22 |
| CA | RA | APPROVED | 2016-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Brea | CA | 07/2013 | 11/2016 |
| Various Insurance Carriers For W&R Insurance Agencies | San Gabriel | CA | 12/2013 | 11/2016 |
| Jpmorgan Securities Llc | Pasadena | CA | 11/2016 | Present |
Entity Name: Arcadia Masonic Lodge # 278 Investment related: N Address: 50 W Duarte Rd, Arcadia, CA 91007 Nature of the other business: Board Member Position/Title/Relationship: Board Member Start Date: 11/15/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Audit and approve budget. Receive and accept reports from the treasurer and Board of Trustees. Allocate and approve charitable giving. Formally they expect me to sit on the investment committee but I recuse myself from any decisions made by the board and there is an independent financial advisor ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 8/1/2019 ADDRESS: 8518 San Gabriel CA DETAILS: 8518 SAN GABRIEL, CA. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 4 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-26 |
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